Collect the information needed to start client work
A practical onboarding workflow for accounting practices: collect the initial information, follow up on the gaps and hand over with the context intact.
Start client work with the information you need.
A new client may be speaking to a partner, responding to an administrator and preparing information for an accountant. The relationship feels more joined up when those conversations lead into the same clear process.
Client onboarding
A clear way through the work.
Agree what is needed to begin
Start with the information relevant to this client and the work you have agreed. Give the request a clear purpose and explain where the client should respond.
Collect and follow up
Bring the responses into the client workspace. Use the outstanding items to guide the next reminder or conversation, keeping the initial request as the point of reference.
Review before the handoff
Check the information and note any questions that remain. A colleague taking over should be able to understand the starting point without asking the client to repeat it.
Connect to the next piece of work
Keep the information and history with the client as onboarding gives way to the ongoing relationship. Make the next responsibility clear within your team.
For your team
A shared place for initial information, outstanding requests and the context that matters to the next person.
For your client
A clearer request and a consistent route for responding, with less uncertainty about what is needed next.
The tools behind the workflow.
Let’s make
the fit clear.
Once you register interest, share one recent client onboarding example. Look at how you requested information, followed up and handed the work to the next person. That gives the conversation a practical starting point.
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.